Eagle Capital Management is an investment advisor in Mandeville with $443.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
771467823
SEC advisor number
801-57207
FINRA CRD number
110177
AUM ?
$443.00 mm
(as of 2 Nov 22)
Accounts
699
(as of 2 Nov 22)
Employees
3
(2 investment advisory or research)
Address
Eagle Capital Management
1417 WEST CAUSEWAY APPROACH
MANDEVILLE
LA 70471
1417 WEST CAUSEWAY APPROACH
MANDEVILLE
LA 70471
Office hours
Monday - Friday, 8:30AM - 4:00PM
Phone
985-778-0987
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ross, Kenneth, Norman | President/chief Compliance Officer/chief Investment Officer | 05/2020 | 50-75% |
Maxwell, Eric, V. | Senior Vice President | 07/2019 | 10-25% |
Entourage Eagle Investments, LLC | Owner | 07/2019 | 5-10% |
Entourage Eagle Investments #2, LLC | Owner | 07/2019 | 5-10% |
Entourage Eagle Investments #3, LLC | Owner | 07/2019 | 5-10% |
Derek Investments, LLC | Owner | 07/2019 | 10-25% |
Acadiana Accounting, LLC | Owner | 07/2019 | 5-10% |
Breaux, Phillip | Managing Member | 07/2019 | > 75% |
Ross, Glen, C. | Managing Member | 07/2019 | > 75% |
Heap, Jr., Gerald, A. | Managing Member | 07/2019 | > 75% |
Curry, Derek, M. | Managing Member | 07/2019 | > 75% |
Rowe, Robert, E. | Managing Member | 02/2019 | > 75% |
MWR Investments LLC | Owner | 06/2020 | 10-25% |
Rohm, Michael, William | Managing Member | 06/2020 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
12 Jan 22